How big is Vantage Wealth's plan?

Vantage Wealth's plan reported $971K in assets and 7 participants for 2025.

Original filing (PDF)20260224100447NAL0003643251001

Vantage Wealth

Name: Vantage Wealth — Vantage Wealth Cash Balance Plan, Form 5500 (2025)
Creator: Vantage Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vantage Wealth Cash Balance Plan

Defined-benefit pension plan · Vantage Wealth's Vantage Wealth Cash Balance Plan held $971K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

Plan identifiers

Vantage Wealth's EIN is 95-4533363.

EIN 95-4533363

Plan number 002

Plan year 2025

ACK ID 20260224100447NAL0003643251001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Vantage Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Vantage Wealth's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VANTAGE WEALTH.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score